Personal Lines, Client Advisor - Lake Country, Canada - CapriCMW

CapriCMW

Verified Company

Lake Country, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

We are currently recruiting for a full time Personal Lines Client Advisor in our Lake Country location. Personal Lines Client Advisors work collaboratively with clients, insurance companies and their CapriCMW team members to exceed client expectations.

This role advises on, explains, promotes and sells home and personal lines insurance policies to ensure CapriCMW clients are appropriately insured.

Essential Job Functions

Process renewals, endorsements, cancellations, changes and serve new walkin and phonein clients
Update and maintain automated forms for new business, endorsements, renewals and claims
Recommend optimal coverage and additional products available
Collect payments from clients in an efficient and timely manner
Provide an exceptional client service experience

Qualifications and Soft Skills

Level 2 General Insurance License
Experience with EPIC, various company portals, Microsoft Office including Outlook, Excel and Word
Clientcentric approach
Strong verbal and written communication skills
Strong organizational skills with the ability to work under pressure
Ability to build and maintain positive relationships with clients and companies
Courteous manner in all interactions with clients and colleagues

Why join our team?
As a valued member of the CapriCMW's family, you will be awarded
a competitive annual salary, evaluated on your education, skills, and experience
, including:

Generous incentives and bonus programs
Employee ownership opportunities
Life, disability, health, and dental insurance coverage
Group RRSP program
Employermatched pension plan
Discounts on CapriCMW's services and products
Employee Assistance Program
Wellness and Lifestyle Spending Accounts
Career development through leadership training and learning resources
Be a part of an awardwinning network of over 500 professionals in 17 offices across BC, Yukon, and Ontario
And many more

CapriCMW offers a fun, collaborative work environment with lots of opportunity for long-term professional and personal growth.

As an independent, employee-owned company, we are proud to be named one of the Best Workplaces in Canada by Great Place to Work.

We Are Growing
CapriCMW has recently merged with Rogers Insurance and will be known as Acera Insurance.

The merger combines the strength and stability of two award-winning independent and employee-controlled companies, consolidating a wide range of professional expertise and decades of experience in insurance, risk management and group benefits.

With 1,000 employees located in over 50 offices across Alberta, BC, Ontario and the Yukon, along with $1 billion in gross written premium, we're positioned to be a leading national insurance brokerage with deep roots in the local communities which we continue to serve.